Our Story
With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.
We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.

















Our Team
Our Team
Our Team
Our Team
Experience Meets Innovation

Tim Eun, MBA
Founder, CEO
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA
Founder, CEO
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA
Founder, CEO
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA
Founder, CEO
>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Derek Boman, MBA
Co-founder, Product & Marketing
Decade of fintech product & user experience design leadership

Derek Boman, MBA
Co-founder, Product & Marketing
Decade of fintech product & user experience design leadership

Derek Boman, MBA
Co-founder, Product & Marketing
Decade of fintech product & user experience design leadership

Derek Boman, MBA
Co-founder, Product & Marketing
Decade of fintech product & user experience design leadership

Johan Joseph, CFA
Sales & Customer Success
35 years of strategy consulting to financial institutions

Johan Joseph, CFA
Sales & Customer Success
35 years of strategy consulting to financial institutions

Johan Joseph, CFA
Sales & Customer Success
35 years of strategy consulting to financial institutions

Johan Joseph, CFA
Sales & Customer Success
35 years of strategy consulting to financial institutions

Andrew Cohen, CFA, CPA
Financial Modeling & Services
6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA
Financial Modeling & Services
6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA
Financial Modeling & Services
6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA
Financial Modeling & Services
6+ years of CFO, corporate finance, private equity & transaction advisory.
Strategic Advisors
Strategic Advisors
Strategic Advisors
Strategic Advisors
Empowered by Industry Leaders
Join Us
Join Us
Join Us
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
At SocraticsAI, we're building a culture of curiosity, resilience, & innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.
Open Positions
React JS Developer
Remote
Part time




SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.